The role of Senior Administrator, Trust & Corporate involves delivering excellent client administration to a portfolio of client trust and company structures while providing support to the Private Wealth Team as required. This full-time position requires close liaison with the Trust team, clients, and intermediaries. The successful candidate will manage all aspects of administering a diverse portfolio of company and trust structures, ensuring compliance with regulatory requirements and maintaining high-quality client service. Responsibilities include handling client communication, transactional work, and drafting necessary documentation. The role demands proactive engagement in onboarding new business and thorough review processes. Attention to detail and effective time management will be crucial as you meet deadlines and maintain client satisfaction.
Job Duties:
- Provide administration for a portfolio of entities, including email and telephone communication with clients and intermediaries.
- Handle transactional work, payments, and manage a wide range of asset types.
- Draft minutes, resolutions, and source documents for team review and presentation.
- Build and maintain strong client relationships through quality service.
- Respond to all client communications within 24 hours.
- Prepare for and attend client meetings, documenting relevant follow-ups.
- Assist Directors and Senior Management in onboarding new business.
- Complete terminating and outgoing business within 3 months of notification.
- Conduct quarterly reviews of time billed to the portfolio.
- Send OTGL fee invoices to clients within 2 weeks of receipt and collect fees within 1 month.
- Provide a C level signatory.
- Maintain and update client profiles and risk assessments to ensure due diligence compliance.
- Manage tasks within specified due dates and sign off periodic reviews promptly.
Job Requirements:
- Minimum of 5 GCSEs (or equivalent) with English and Mathematics at Grade C or above.
- 3-5 years’ experience in an administrative role, ideally within Fiduciary Services.
- Holds or is open to undertaking a relevant Professional Qualification (e.g., STEP, ICSA, ACCA).
- Good understanding of fiduciary services and regulatory requirements.
- Proficient IT skills, with practical experience of Microsoft Outlook, Word, and Excel.
- Strong written and verbal communication skills.
- Ability to work accurately with good attention to detail.
- Flexible attitude towards work, with a willingness to assist team members as required.
- Excellent time management, prioritisation, and organisational skills.
- Demonstrates drive, ambition, and a willingness to learn.
- Proactive approach to work, with the ability to work on one's initiative.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the organisation’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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